Awards, News & Events

Core Capital Named #5 of Top Wealth Management Firms in Houston, TX for 2017

Louis Pelz named a Five Star Wealth Manager for Second Straight Year

Five Star Professional surveys households to evaluate those wealth managers they know through personal experience and to rate that individual according to criteria such as integrity, value for fee charged and quality of recommendations. Core Capital Management & Research is proud to announce that Louis Pelz, CEO of CCMR has been named a Five Star Wealth Manager for 2016.

Core Capital Management & Research Named #7 of Top Wealth Management Firms in Houston, TX for 2016

The Houston Business Journal once again published their list of the Top Houston-Area Wealth Management Firms & Practices with investment minimums of less than $1 million. The development of the list is derived from information gathered from questionnaires, SEC filings and HBJ research. Of the over 1100 investment firms in Houston, Core Capital Management & Research is proud to be named #7 on the HBJ list for the second year in a row.

Five Star Professional surveys households to evaluate those wealth managers they know through personal experience and to rate that individual according to criteria such as integrity, value for fee charged and quality of recommendations. Core Capital Management & Research is proud to announce that Louis Pelz, CEO of CCMR has been named a Five Star Wealth Manager for 2016.

Core Capital Management & Research Named #7 of Top Wealth Management Firms in Houston, TX for 2015

The Houston Business Journal once again published their list of the Top Houston-Area Wealth Management Firms & Practices with investment minimums of less than $1 million. The development of the list is derived from information gathered from questionnaires, SEC filings and HBJ research. Of the over 1100 investment firms in Houston, Core Capital Management & Research is proud to be named #7 on the HBJ list.